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bmad/bmm/workflows/1-analysis/research/checklist.md

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-# Market Research Report Validation Checklist
-
-## Research Foundation
-
-### Objectives and Scope
-
-- [ ] Research objectives are clearly stated with specific questions to answer
-- [ ] Market boundaries are explicitly defined (product category, geography, segments)
-- [ ] Research methodology is documented with data sources and timeframes
-- [ ] Limitations and assumptions are transparently acknowledged
-
-### Data Quality
-
-- [ ] All data sources are cited with dates and links where applicable
-- [ ] Data is no more than 12 months old for time-sensitive metrics
-- [ ] At least 3 independent sources validate key market size claims
-- [ ] Source credibility is assessed (primary > industry reports > news articles)
-- [ ] Conflicting data points are acknowledged and reconciled
-
-## Market Sizing Analysis
-
-### TAM Calculation
-
-- [ ] At least 2 different calculation methods are used (top-down, bottom-up, or value theory)
-- [ ] All assumptions are explicitly stated with rationale
-- [ ] Calculation methodology is shown step-by-step
-- [ ] Numbers are sanity-checked against industry benchmarks
-- [ ] Growth rate projections include supporting evidence
-
-### SAM and SOM
-
-- [ ] SAM constraints are realistic and well-justified (geography, regulations, etc.)
-- [ ] SOM includes competitive analysis to support market share assumptions
-- [ ] Three scenarios (conservative, realistic, optimistic) are provided
-- [ ] Time horizons for market capture are specified (Year 1, 3, 5)
-- [ ] Market share percentages align with comparable company benchmarks
-
-## Customer Intelligence
-
-### Segment Analysis
-
-- [ ] At least 3 distinct customer segments are profiled
-- [ ] Each segment includes size estimates (number of customers or revenue)
-- [ ] Pain points are specific, not generic (e.g., "reduce invoice processing time by 50%" not "save time")
-- [ ] Willingness to pay is quantified with evidence
-- [ ] Buying process and decision criteria are documented
-
-### Jobs-to-be-Done
-
-- [ ] Functional jobs describe specific tasks customers need to complete
-- [ ] Emotional jobs identify feelings and anxieties
-- [ ] Social jobs explain perception and status considerations
-- [ ] Jobs are validated with customer evidence, not assumptions
-- [ ] Priority ranking of jobs is provided
-
-## Competitive Analysis
-
-### Competitor Coverage
-
-- [ ] At least 5 direct competitors are analyzed
-- [ ] Indirect competitors and substitutes are identified
-- [ ] Each competitor profile includes: company size, funding, target market, pricing
-- [ ] Recent developments (last 6 months) are included
-- [ ] Competitive advantages and weaknesses are specific, not generic
-
-### Positioning Analysis
-
-- [ ] Market positioning map uses relevant dimensions for the industry
-- [ ] White space opportunities are clearly identified
-- [ ] Differentiation strategy is supported by competitive gaps
-- [ ] Switching costs and barriers are quantified
-- [ ] Network effects and moats are assessed
-
-## Industry Analysis
-
-### Porter's Five Forces
-
-- [ ] Each force has a clear rating (Low/Medium/High) with justification
-- [ ] Specific examples and evidence support each assessment
-- [ ] Industry-specific factors are considered (not generic template)
-- [ ] Implications for strategy are drawn from each force
-- [ ] Overall industry attractiveness conclusion is provided
-
-### Trends and Dynamics
-
-- [ ] At least 5 major trends are identified with evidence
-- [ ] Technology disruptions are assessed for probability and timeline
-- [ ] Regulatory changes and their impacts are documented
-- [ ] Social/cultural shifts relevant to adoption are included
-- [ ] Market maturity stage is identified with supporting indicators
-
-## Strategic Recommendations
-
-### Go-to-Market Strategy
-
-- [ ] Target segment prioritization has clear rationale
-- [ ] Positioning statement is specific and differentiated
-- [ ] Channel strategy aligns with customer buying behavior
-- [ ] Partnership opportunities are identified with specific targets
-- [ ] Pricing strategy is justified by willingness-to-pay analysis
-
-### Opportunity Assessment
-
-- [ ] Each opportunity is sized quantitatively
-- [ ] Resource requirements are estimated (time, money, people)
-- [ ] Success criteria are measurable and time-bound
-- [ ] Dependencies and prerequisites are identified
-- [ ] Quick wins vs. long-term plays are distinguished
-
-### Risk Analysis
-
-- [ ] All major risk categories are covered (market, competitive, execution, regulatory)
-- [ ] Each risk has probability and impact assessment
-- [ ] Mitigation strategies are specific and actionable
-- [ ] Early warning indicators are defined
-- [ ] Contingency plans are outlined for high-impact risks
-
-## Document Quality
-
-### Structure and Flow
-
-- [ ] Executive summary captures all key insights in 1-2 pages
-- [ ] Sections follow logical progression from market to strategy
-- [ ] No placeholder text remains (all {{variables}} are replaced)
-- [ ] Cross-references between sections are accurate
-- [ ] Table of contents matches actual sections
-
-### Professional Standards
-
-- [ ] Data visualizations effectively communicate insights
-- [ ] Technical terms are defined in glossary
-- [ ] Writing is concise and jargon-free
-- [ ] Formatting is consistent throughout
-- [ ] Document is ready for executive presentation
-
-## Research Completeness
-
-### Coverage Check
-
-- [ ] All workflow steps were completed (none skipped without justification)
-- [ ] Optional analyses were considered and included where valuable
-- [ ] Web research was conducted for current market intelligence
-- [ ] Financial projections align with market size analysis
-- [ ] Implementation roadmap provides clear next steps
-
-### Validation
-
-- [ ] Key findings are triangulated across multiple sources
-- [ ] Surprising insights are double-checked for accuracy
-- [ ] Calculations are verified for mathematical accuracy
-- [ ] Conclusions logically follow from the analysis
-- [ ] Recommendations are actionable and specific
-
-## Final Quality Assurance
-
-### Ready for Decision-Making
-
-- [ ] Research answers all initial objectives
-- [ ] Sufficient detail for investment decisions
-- [ ] Clear go/no-go recommendation provided
-- [ ] Success metrics are defined
-- [ ] Follow-up research needs are identified
-
-### Document Meta
-
-- [ ] Research date is current
-- [ ] Confidence levels are indicated for key assertions
-- [ ] Next review date is set
-- [ ] Distribution list is appropriate
-- [ ] Confidentiality classification is marked
-
----
-
-## Issues Found
-
-### Critical Issues
-
-_List any critical gaps or errors that must be addressed:_
-
-- [ ] Issue 1: [Description]
-- [ ] Issue 2: [Description]
-
-### Minor Issues
-
-_List minor improvements that would enhance the report:_
-
-- [ ] Issue 1: [Description]
-- [ ] Issue 2: [Description]
-
-### Additional Research Needed
-
-_List areas requiring further investigation:_
-
-- [ ] Topic 1: [Description]
-- [ ] Topic 2: [Description]
-
----
-
-**Validation Complete:** ☐ Yes ☐ No
-**Ready for Distribution:** ☐ Yes ☐ No
-**Reviewer:** **\*\***\_\_\_\_**\*\***
-**Date:** **\*\***\_\_\_\_**\*\***